Clearstead Advisors’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.7K | Buy |
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|
2025
Q2 | $36.5K | Buy |
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2025
Q1 | $28.4K | Buy |
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|
2024
Q4 | $18.9K | Buy |
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|
2024
Q3 | $9.69K | Hold |
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|
2024
Q2 | $11.6K | Hold |
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|
2024
Q1 | $9.98K | Buy |
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|
2023
Q4 | $2.87K | Hold |
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|
2023
Q3 | $2.55K | Buy |
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|
2023
Q2 | $1.82K | Hold |
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|
2023
Q1 | $1.68K | Sell |
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|
2022
Q4 | $5.59K | Buy |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $7K | Sell |
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|
2021
Q4 | $12K | Buy |
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|
2021
Q3 | $9K | Buy |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $23K | Buy |
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